New Orleans

Our New Orleans office opened in 2017 when Upperline Financial Planning merged with The Planning Center. H. Jude Boudreaux, CFP® founded Upperline in 2010 as a fee-only financial planning firm based on the pricing structures and concepts that The Planning Center was pioneering, so when the time came to merge after his firm grew it was a natural fit to join his friends from the midwest. While the New Orleans office specializes in working with physicians and those in the medical community, we have clients across all walks of life who are looking for a welcoming place to have important conversations about their financial life.

10+Years

Avg. ClientRelationship

Collaboration

We build powerful relationships by working towards common goals

100Percent

Independent

Objectivity

We listen and keep an open mind

50

Year Vision

Forward Looking

We make decisions with future generations in mind

1998

YearEstablished

Responsibility

We hold ourselves accountable for pursuing the highest standards

232Years

CombinedExperience

Wisdom

We learn and teach continuously

100Percent

Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

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